TLJC FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TLJC FOUNDATION (EIN 82-3908652)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-19
- IRS object ID
- 202332629349100808
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-19T11:58:03-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Disaster Relief | Disaster postponement CA-2023-02 | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263909854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winningham Becker & Company LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21031 Ventura Boulevard Suite 1000 | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823908652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TLJC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TLJC | BusinessNameControlTxt |
| Phone | 3103751356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1605 GILCREST DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOBEY COTSEN-VICTOR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TOBEY | PersonFirstNm |
| Person Last | COTSEN-VICTOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINA FLORES | PreparerPersonNm |
| PTIN | P00936854 | PTIN |
| Phone | 8185986525 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,505,042 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $222 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $222 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,518 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $832,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,518 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,765 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $348 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,658 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,329 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $17,894 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,894 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $249 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,173 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $29,922 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $147,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,183 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,403,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,468,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,377,021 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,214,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,187,559 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $976,838 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,765,310 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,807,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,505,042 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,765,310 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,807,609 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,765,310 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,807,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,765,310 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,807,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,765,310 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $206 | OtherIncreasesAmt |
| Subtotal | $2,807,609 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,807,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - CP GAIN DIS | P | 2022-12-31 | 2022-12-31 | $103,086 | $103,086 | $103,086 | |
| PUBLICLY TRADED SECURITIES - ST | P | 2022-12-31 | 2022-12-31 | $219,905 | -$56,072 | -$56,072 | $275,977 |
| PUBLICLY TRADED SECURITIES - LT | P | 2022-12-31 | 2022-12-31 | $502,255 | $30,938 | $30,938 | $471,317 |
| PUBLICLY TRADED SECIRITIES - WASH SALES | P | 2022-12-31 | 2022-12-31 | $7,566 | $7,566 | $7,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,518 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,186 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,186 | SubtotalAmt |
| Tax Based On Investment Income | $1,186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,188 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,188 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,002 | OverpaymentAmt |
| Applied To ES Tax | $2,002 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN K JUDD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103751356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4152 PRADO DE LAS CABRAS | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOBEY LJ COTSEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1605 GILCREST DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,657,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,805,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,805,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,763,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,186 | TotalTaxAmt |
| Distributable Before Adj | $137,001 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $137,001 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $137,001 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $69,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,001 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,263 | UndistributedIncomePYAmt |
| Qualifying Distributions | $69,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,263 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,487 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $68,514 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TOBEY LJ COTSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY MUSEUM OF MOTION PICTURES | |||||||
| 6067 Wilshire Boulevard | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL | $1,000 |
| BHHS ALUMNI ASSOCIATION | |||||||
| 241 MORENO DRIVE | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 400 West 30th Street | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL | $1,000 |
| GUIDE DOGS OF AMERICA | |||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | NONE | PC | GENERAL | $10,000 |
| CALIFORNIA INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | NONE | PC | GENERAL | $15,000 |
| UC REGENTS | |||||||
| 16 SPROUL HALL 1960 | BERKELEY | CA | 94720 | NONE | PC | GENERAL | $15,000 |
| A NEW WAY OF LIFE | |||||||
| PO BOX 875288 | LOS ANGELES | CA | 90087 | NONE | PC | GENERAL | $5,000 |
| DANCING WITH THE STARS OF CHARLOTTE | |||||||
| 757 PROVIDENCE ROAD UNIT B | CHARLOTTE | NC | 28207 | NONE | PC | GENERAL | $1,000 |
| SUSAN G KOMEN 3-DAY | |||||||
| 1605 GILCREST DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL | $500 |
| CHARITY NAVIGATOR | |||||||
| 299 MARKET STREET STE 250 | SADDLE BROOK | NJ | 07663 | NONE | PC | GENERAL | $250 |
| VISTA DEL MAR | |||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL | $1,000 |
| WOMENS GUILD CEDARS-SINAI | |||||||
| 407 NORTH MAPLE DRIVE GROUND FLOOR | BEVERLY HILS | CA | 90210 | NONE | PC | GENERAL | $5,000 |
| HEART TOUCH PROJECT | |||||||
| 3400 AIRPORT AVE 42 | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL | $5,000 |
| KRISTOF HOLIDAY IMPACT PRIZE | |||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,025 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,518 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $106,765 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,765 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BEVERLY HILLS EDUCATION FOUNDATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 S LASKY DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND ACCOUNTING | CategoryTxt |
| Amt | $6,658 | Amt |
| Net Investment Income | $3,329 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF DELAWARE DOES NOT REQUIRE A COPY OF FORM 990-PF.A COPY OF FORM 990-PF IS PROVIDED TO THE STATE OF CALIFORNIA. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY 175910 - SEE ATTACHED | StockNm |
| EOY Book Value | $1,468,867 | EOYBookValueAmt |
| EOYFMV | $1,377,021 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY 175910 - SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,187,559 | BookValueAmt |
| EOYFMV | $976,838 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $348 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CALIFORNIA SECRETARY OF STATE | $25 |
| SOFTWARE FEES | $1,148 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $206 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,894 | Amt |
| Net Investment Income | $17,894 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2021 FEDERAL EXTENSION PAYMENT | $3,500 | |
| DEPARTMENT OF JUSTICE | $100 | |
| FOREIGN TAX PAID ON INVESTMENTS | $249 | $249 |